Account Executive

We are looking for an energetic, ambitious and self-driven individual to join our fastest-growing sales team. The role will suit someone driven, who enjoys working in a forward thinking fast paced environment, enjoys the financial services market, and who is experienced in taking a proactive lead.

Role responsibilities

Drive new business growth through targeted prospecting, networking, referrals, and outbound activity.

Build and manage a high-quality pipeline, ensuring opportunities are prioritised, progressed effectively, and accurately forecasted.

Apply Value Selling and MEDDPICC principles to qualify opportunities, uncover client needs, and demonstrate measurable business value.

Leverage sales insights, dashboards, and market intelligence to focus on the highest-value opportunities and improve conversion rates.

Collaborate cross-functionally with Marketing and KYC to maximise lead conversion, support client onboarding, and deliver an exceptional customer experience.

Requirements

A proven track record of generating new business and exceeding sales targets, ideally within Financial Services, FinTech, Wealth Management, or a related sector.

Experience using a Value Selling approach to identify customer needs, quantify value, and communicate compelling business outcomes.

Knowledge of MEDDPICC or similar sales methodologies and the ability to apply a structured qualification process to build a healthy pipeline.

Strong pipeline management, forecasting, and commercial acumen, using data and insights to prioritise activity and drive performance.

A positive, enthusiastic, and team-oriented approach, with excellent communication and organisational skills, a willingness to collaborate, and a desire to contribute to a high-performing sales culture.

Benefits

25 days holiday (exc. Bank holidays)

5% Pension contributions

Private medical insurance with Vitality

Health cash Plan offering contributions to dental, optical and much more

Enhanced Parental Leave

Cycle to Work Scheme

Monthly team lunches, quarterly company social